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October 2023 by Josh F.
I went in to get my taxes completed and laid out everything I needed filed. I was told that it wouldn't be a problem, and would take roughly two weeks to complete. Eight months later, moments before the tax deadline, my taxes were finally completed (after dozens of emails) and I was charged three times more than my quoted amount. This huge price discrepancy not only happened to myself, but another colleague as well. I brought it up and I was told that it took more work than expected, despite me laying everything out, and that I pulled my quote out of thin air. If you go here, be prepared to be bait and switched.
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March 2022 by Morvarid J.
I recently had a terrible experience with Rick. I received a notice from IRS with regards to my withholdings. I contacted Rick to help me understand what I needed to correct. He told me he called IRS and they told him the letter was sent by mistake and I should ignore it. My employer did not let me correct my withholding and they needed a letter from IRS. I contacted Rick again and he told me there is nothing IRS can provide. I decided to call IRS because I was paying so much taxes every month. I spent about 45 min with the agent and it turned out the initial letter wasn't sent by "mistake" and they in fact needed more information to correct my withholding. They sent my employer a letter and everything is fine now. I paid money and they are refusing to refund it even though I was lied to. I wish I could give zero rating!!
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December 2021 by Ronn Brashear
I had a tax problem due to sudden capital gains, normally something I'd be happy about. This team worked through multiple days to find a solution. I got the call on Saturday night - they found a way to cut my tax event by nearly 40%! When the IRS challenged it, Dunham and Team handled everything. IRS sent on their merry way. I've since referred my parents, in-laws, and friends to Dunham and they all say the same thing: "Don't tell anyone else! Dunham and Team are our secret weapon!"
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August 2021 by Audra G.
I can't say enough good things about Rick. We had an issue with our taxes being incorrect due to a prior CPA and was referred here. Rick was patient and explained a solution for our issues. He took the time to work with us and totally earned our business for life. I would and will refer all family and friends here. Great service
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May 2021 by Emily L.
I've worked with Mike Park at Dunham Associates for the past several years, namely on tax preparation and financial advising. I have consistently been impressed with his knowledge, responsiveness, level of service and genuine interest and enjoyment in helping his clients navigate financial management and stewardship. I have referred him to several friends and family members, who have all had similar experiences, and I've had consistent experiences with Linda Moffitt and others on his team. I can't recommend Mike and the team at Dunham highly enough!
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November 2020 by Teresa Hanson
In response to Ji Sa, who gave a poor review, the best advice I would give any small business owner is to use Quickbooks. You will save money when it comes to filing your taxes. All of your information is available for your tax preparer by simply running a report. You can run profit and loss statements, run payroll, and much more. You'll find that filing your tax return is not an arduous process and you will be completely prepared if there is an audit.
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March 2020 by David Erickson
Outstanding personalized service.
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August 2019 by Rick Galla
Rick Dunham has been preparing my taxes for over twenty years! I have always received 5 star service from him and his staff. Obviously, over twenty years of tax prep a number of situations have occurred and he or his staff have been able to resolve those issues and make my business and life less stressful and more streamlined. Highly recommended.
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June 2019 by Agnes Kerchner
Really enjoy working with Jon. He has been preparing our business and personal taxes for years. Always, has advise on what is best for our business/personal benefit. I would highly recommend him!
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June 2019 by James Roberts MFT
He's been preparing my taxes for close to 25 years. Always reliable.
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June 2019 by Edon Babusci
Best CPA in the Bay Area.
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February 2019 by Victoria Maxwell
Jon Mills is an outstanding CPA. He is thorough and efficient. He helped one of my clients save thousands of dollars in tax liability just because he knew the rules! My client's previous CPA had no clue. I have worked with Jon for over a decade and have been impressed with his knowledge and ethics. Dunham Associates should be everyone's go to CPA firm in the South Bay.
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June 2018 by Thejas N.
I had great experience with Jon Mills. Along with preparing the returns, he gave sound advice on tax saving investments, college planning for kids etc. The price was also very reasonable, specially for silicon valley.
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July 2017 by Serge B.
I have had Rick Dunham and Jon Mills doing my taxes and provide me sage advice over the past 8+ years. During this time, they have been professional and efficient. What I enjoy most about their services is that they set aside time each year to go over, and review my returns in person. They have always returned my calls or emails in a very timely fashion. I highly recommend Dunham CPA's to anyone, whether you are a small business, or individual.
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June 2017 by Ji Sa
Horrible experience with Jon Mills. If you want to have them contact the IRS WITHOUT YOUR PERMISSION, go here and waste your money. I went here to get information about bookkeeping and only after that, would have wanted him to complete the tax filing. Jon Mills met me for 30 minutes, took down my name and SSN which was completely unnecessary for the purposes of bookkeeping and he should never have asked me to provide. Then, he tells me to use Quickbooks to get my books in order. Okay, so why am I paying you? Well, hindsight is always 20/20. I found out later that this j*** contacted the IRS, which is like kicking the hornet's nest, so to speak, when you're not prepared. I received a letter from the IRS saying that they believe I need to file a return. I decided to take my business elsewhere because I did not feel comfortable with Mills. He is untrustworthy. The CPA I hired after dealing with Mills, said that there is never a need to provide SSN until someone is ready to file. After hiring someone new to take care of the books and file the return, I feel relieved. But I had to deal with the headache of receiving IRS notices when I was not prepared, and dealing with an audit. I spent over $750 for Jon Mills to tell me to do the bookkeeping myself using Quick Books.
